How do I add a rate?
Organization use rates to calculate a billed amount for electricity, water, sewer, and other services that bill based on the amount used by a customer. The rate allows you to customize how the billed amount is calculated and define what happens when the billed amount is unpaid.
The Rate table (Organization > Rates) stores all of the rates that are used in the Utility Management application to calculate and bill services.
Adding a rate
1. Open Connect Utility Management > Organization > Rates.
2. Click New (CTRL+N).
3. Use these help topics to set up the rate options.
How do I format a rate number?
How do I add a description to a rate?
How do I link a rate to a service?
How do I set a low/high usage limit on a rate?
How do I calculate sales tax on a rate?
How do I add a base amount to a rate?
How do I bill a minimum/maximum amount on a rate?
How do I activate units usage on a rate?
How do I use ascending block rate on a rate?
How do I allow new billings on a rate?
How do I set up demand on a rate?
How do I manage rate levels on a rate?
How do I override the default GL accounts on a rate?
Rate calculation variables list
202205, 2022
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
How do I add a leave rate?
Create a new leave rate. Adding a leave rate 1. Open Connect Payroll > Organization > Leave Rates. 2. Click New (CTRL+N). New button 3. Set up the options on the Leave Rate tab. Description and Abbreviated Description: Connect will use the ...How do I add a bill rate?
You can attach a bill rate to a position that is assigned to an employee when you want the position to bill a different rate than the rate that is assigned to the position in the Position table. Adding a bill rate to an employee's position 1. Open ...Can I add a leave rate to a regular pay code?
Issue An employees leave won't calculate. The leave rate is attached to the regular pay code. Explanation A leave rate will only calculate when it's attached to a leave type pay code. Solution Enter a leave time adjustment to change the leave rate ...How do I add a description to a rate?
This is the description that will be displayed when you select a rate number, use Search to look up rate, print a report, and so on. The description gives you a little more information in addition to the rate number. Example: 101 (Electric - ...How do I add a base amount to a rate?
A base amount is the initial amount that's billed by the rate. The base amount is in addition to to the billed usage. Base Amount + Usage = Billed Amount Example: City XYZ charges a base amount of $6 for sewer. The base amount may include waste ...